Magnificent Seven: are index funds too tech concentrated?

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Mouthy Money

Mouthy Money

113 episodes

1 week ago

Welcome to the Mouthy Money podcast hosted by editor and personal finance expert Edmund Greaves. Mouthy Money puts the personal back into personal finance. Money shouldn't be about numbers and graphs but about the experiences and issues that real people face. From why private equity has ruined vets to runaway inflation in Argentina, each week, we'll take a deep dive into essential financial topics, with regular expert guests.

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Welcome to the Mouthy Money podcast hosted by editor and personal finance expert Edmund Greaves. Mouthy Money puts the personal back into personal finance. Money shouldn't be about numbers and graphs but about the experiences and issues that real people face. From why private equity has ruined vets to runaway inflation in Argentina, each week, we'll take a deep dive into essential financial topics, with regular expert guests.

Show more...

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Magnificent Seven: are index funds too tech concentrated?

Mouthy Money

35 minutes 4 seconds

2 months ago

Magnificent Seven: are index funds too tech concentrated?

Are index-tracking passive funds too concentrated on US tech? Fears are rising that, thanks to the wild success of the so-called ‘Magnificent Seven’ tech stocks, investors in passive index funds are becoming over-exposed to a small number of equities.

We’re joined by Mohneet Dhir, co-founder of advice firm &together and former Vanguard Lifestrategy fund manager, to look at whether market concentration is a real concern and if investors can pick active funds to avoid the problem.

Let us know in the comments what you think of the market concentration issue. Has it changed your investing plans?

SHOW NOTES

You can find more about Mohneet and &together here:

https://and-together.co.uk/about-us/

Chapters

00:00 Introduction to Investment Strategies

02:57 Understanding Fund Management and Antogether

05:26 The Passive vs Active Investment Debate

11:02 Exploring Vanguard's Life Strategy Funds

16:28 Market Concentration and Its Implications

22:20 The Role of Fund Managers and Investment Selection

27:25 Navigating Investment Choices and Diversification

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Have questions or suggestions? Drop them in the comments below - we’d love to hear from you! Contact us at ⁠⁠editors@mouthymoney.co.uk ⁠⁠

DISCLAIMER

This video is produced for general informational purposes only. It should not be construed as investment, legal, tax, mortgage or other forms of financial advice. If in any doubt about the themes expressed, consider consulting with a regulated financial professional for your own personal situation. Past performance is no guarantee of future results. Investments can go down as well as up and you may get back less than you started with. Investments are speculative and can be affected by volatility. Never invest more than you can afford to lose. For more information visit ⁠⁠⁠www.fca.org.uk/investsmart⁠

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